Jim Pupillo

LDI-MAP LLC operates as a investment adviser. Its solutions include global based enrollment, plan success metrics, engaging to improve outcomes, and managed account program. The company was founded by James A. Pupillo and is headquartered in Scottsdale, AZ.

HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Graystone Consulting LLC provides investment consulting services to institutional clients such as corporations, educational institutions, faith-based institutions, endowments and foundations, healthcare organizations, insurance entities, and taft-hartley funds. Graystone Consulting is based in Scotts Valley, CA. The private company is a business of Morgan Stanley Smith Barney LLC and delivers tailored investment advice through experienced investment professionals and a dedicated team.

Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.